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SUMMA GLOBAL ADVISORS, LLC
Tel: 503-636-2022
12901 Se 97th Ave Suite 390
Clackamas, Oregon 97015
SUMMA GLOBAL ADVISORS, LLC
SUMMA GLOBAL ADVISORS, LLC is a Clackamas, Oregon based financial advisory firm with nearly $138,850,787 in assets under management and provides investment advisory services for 353 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Other (FINANCIAL PLANNING -- FLAT OR HOURLY FEE
Firm CRD#:
148713
SEC#:
801-71249
No. of Clients:
353
Assets under Management
$138,850,787
No. of Advisors:
2
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